Workflow to update a field in Salesforce! | Techila
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Workflow to update a field in Salesforce!


Workflow to update a field in Salesforce!

What are Workflow rules?

Workflow rules are processes to automate the assignment of task , send email alerts , update a field and send an outbound message instead of doing it manually based on the criteria.

Workflow automates the following types of actions based on your organization’s processes:

  • Tasks—Assign a new task to a user, role, or record owner.
  • Email Alerts—Send an email to one or more recipients you specify.
  • Field Updates—Update the value of a field on a record.
  • Outbound Messages—Send a secure, configurable API message (in XML format) to a designated listener.

Each workflow rule consists of:

  • Criteria that cause the workflow rule to run.
  • Immediate actions that execute when a record matches the criteria. For example, Salesforce can automatically send an email that notifies the account team when a new high-value opportunity is created.
  • Time-dependent actions that queue when a record matches the criteria, and execute according to time triggers. For example, Salesforce can automatically send an email reminder to the account team if a high-value opportunity is still open ten days before the close date.

Steps to update a field using Workflows:

  1. Go to Setup> Build > Create >Workflow and approvals > Workflow rules > New Rule
  2. Select object for workflow > Next > Enter rule name, description > Select Evaluation Criteria > Specify Rule Criteria> Save & Next
  3. Now add Click on Workflow action> Select Field Update > Fill Name, Unique Name, Description > Select Field to Update> Specify Field Value > Save > Done


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Author: techila

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